Receiving functionality that FOLIO needs to stay competitive (UXPROD-3438)

[UXPROD-4112] Receiving - Allow receiving by specified staff outside of ordering location or acq unit Created: 08/Mar/23  Updated: 30/Nov/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Receiving functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P3
Reporter: Joseph Reimers Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: acquisition-units, acquisitions, locations, permissions
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Potential Workaround: Allow receiving staff to switch acq units when receiving materials (undesired) - LOC
Epic Link: Receiving functionality that FOLIO needs to stay competitive
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R5

 Description   

Current situation or problem:

Some large library systems with multiple acquisition units and locations order serials on behalf of other acquisition units and/or locations, and have materials sent directly to these other locations for receiving. Currently FOLIO only permits receiving operations within a given acquisitions unit.

In scope

Allow staff creating orders to designate receiving locations for serials, even if those locations are outside the ordering acquisition unit

Allow specific acquisitions units or locations to receive materials purchased by another acquisitions unit or location

Prevent unauthorized receiving units/locations from receiving materials not designated for that unit/location, even if that unauthorized receiving unit was the ordering unit

Create appropriate additional order-associated information to designate valid receiving

Create and assign appropriate permissions

Out of scope

Claims remain with the ordering unit.

Viewing order, POL and invoice information outside a user's assigned acq unit

Use case(s)

Main campus library manages and pays for multiple subscriptions for a given journal. One subscription goes to the Law library, which has its own acq unit and locations. Law staff should be able to receive and process issues and add them to their collection.

Proposed solution/stories

Designate valid recipients of subscriptions at the point of order

Restrict receiving of subscriptions to designated recipients

Restrict receiving of subscriptions by designated recipients to their own locations or units

Links to additional info

Questions

Should receiving be associated with acq units, locations or some other criteria?



 Comments   
Comment by Joseph Reimers [ 08/Mar/23 ]

Dennis Bridges Not sure where to mention this, but the common solution I've seen in other ILSes is simply to differentiate between ordering location and receiving location, without regard for acquisition units.

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